2026 Q2 Market Recap (Mid-year Review) & Q3 Outlook
Stocks staged a powerful recovery in Q2. The S&P 500 gained over 15% and closed near record highs as oil round-tripped back to pre-conflict levels. Read our mid-year outlook for H2 2026…
2026 Q1 Market Recap & 2Q Outlook
A geopolitical shock in the Middle East sent oil prices surging more than +70% in Q1, erasing all expected Fed rate cuts and testing how well-diversified portfolios actually were. For many investors, the answer was: considerably better than the S&P 500’s -4.3% return suggests
2025 4Q Outlook: Shifting Gears
Markets surged to record highs in 3Q 2025 as the Fed’s first rate cut reignited optimism, with AI-driven market growth and broader participation leading gains, but a cooling labor market and fiscal uncertainty set the tone for a more selective, year-end investment positioning in 4Q
2025 Market Review & Mid-Year Market Outlook: Resilience in the Face of Uncertainty
Markets rebounded sharply in 2Q 2025 following April’s tariff-driven selloff. Our mid-year market outlook breaks down the recovery, Fed policy, and where to invest next.
Navigating Tariffs, Volatility, and a Slowing Economy
The markets face a challenging path as tariff policies intensify economic uncertainty, yet opportunities persist for discerning investors. KEY POINTS Navigating Uncertainty as Trade Tensions Rise and Market Volatility Grows Exhibit 1:Key Markets Performance through April 4, 2025 Typically, our quarterly review reflects on the prior quarter’s market and economic trends while offering forward-looking insights. […]
Fed Rate Cuts Signal Economic Shift: What’s Next for Investors?
As the Fed shifts its stance, investors must now weigh the broader economic implications. KEY POINTS A Strong Start for Markets, but Focus Remains on the Fed Exhibit 1:Key Markets Performance in 3Q24 Equity markets reached new highs in the third quarter overcoming oscillating economic data and uncertainty over the timing of Federal Reserve rate […]